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How to send an appointment reminder from within the calendar

๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to send correspondence about a specific appointment

Hebe Lowen avatar
Written by Hebe Lowen
Updated this week

Can I send a correspondence from directly within the calendar?

You can send correspondence about a specific appointment while you are in the calendar - if for example, the patient has requested a manual digital reminder (we would recommend automating these where possible).

  • To send one manually, find the relevant appointment in the calendar, right click and select 'Create Letter' or 'Send SMS'.

  • You will a list of templates to choose from. Select one from the list.

  • Selecting an SMS template will generate a preview of the correspondence. Check it and click to send the SMS.

  • Selecting a letter template will generate a letter ready for printing.

๐Ÿ’ก Top tip: You can also manually send a correspondence by opening the appointment in the calendar and clicking the phone icon or printer icon in the bottom left.

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